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Climate change Tom Zambon Introduction June 2009.

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Presentation on theme: "Climate change Tom Zambon Introduction June 2009."— Presentation transcript:

1 Climate change Tom Zambon Introduction June 2009

2 Investment Briefing June 2009 Percent growth since last investment briefing in February February 2009 – Driving in the Fog… no clear direction Source: Lipper June 2009 – mist is clearing… -15 -5 5 15 25 35 45 55 Jan-09Feb-09Mar-09Apr-09May-09 Ashburton Chindia Equity Fund Ashburton European Equity Fund MSCI World CR GBP % Growth Past 4 months +45% +13% +3%

3 Investment Briefing June 2009 % GrowthYTD3 Years5 Years10 Years Multi Asset Funds Replica Sterling Asset Management-0.740.6422.2239.57 Sector Average1.91-7.9315.7516.25 Equity Funds Chindia Equity35.88--- Chindia Benchmark45.53--- European Equity11.15-24.3638.6513.54 MSCI Europe4.74-34.97-13.65-32.26 Americas Equity0.02-26.94-5.99-28.12 MSCI North America4.47-25.55-12.96-26.56 Asia Pacific Equity8.58-24.3121.1571.22 MSCI Pacific6.07-27.273.09-0.79 Sterling International Equity-9.10-21.4112.01-17.66 MSCI World CR GBP-6.02-14.875.78-18.73 Investment Performance - as at 31 May 2009 Source: Lipper

4 Investment Briefing June 2009 Renaming of Advanced Portfolio Funds Multi Asset Fund Range The Advanced Portfolio Funds were designed to generate capital growth within three different risk strategies – Lower, Moderate and Higher. Advanced Portfolio Lower Risk Funds The mandates have not changed but the Fund names are now industry standard: Multi Asset Cautious, Balanced and Aggressive Funds These Funds give you the flexibility to match your clients attitudes to risk to the appropriate Fund. Advanced Portfolio Moderate Risk Funds Advanced Portfolio Higher Risk Funds Multi Asset Cautious Funds Multi Asset Balanced Funds Multi Asset Aggressive Funds

5 Investment Briefing June 2009 Today’s Speakers Tristan Hanson Ashburton strategist Richard Robinson European Equity Fund Manager

6 DISCLAIMER Ashburton (Jersey) Limited is referred to in this context as ‘Ashburton’. This document does not constitute an offer or solicitation to any person in any jurisdiction in which Ashburton is not authorised or permitted to communicate with potential investors, or to anyone who would be an unlawful recipient, and is only intended for use by original recipients and addressees. The original recipient is solely responsible for any actions in further distributing this document, and should be satisfied in doing so that there is no breach of local legislation or regulation. The information is intended solely for use by Ashburton clients or prospective clients, and should not be reproduced or distributed except via original recipients acting as professional intermediaries. This document is not for distribution in the United States. Prospective investors should inform themselves and if need be take appropriate advice regarding applicable legal, taxation and exchange control regulations in countries of their citizenship, residence or domicile which may be relevant to the acquisition, holding, transfer, redemption or disposal of any investments herein solicited. Any opinions expressed herein are those at the date this material is issued. Data, models and other statistics are sourced from our own records, unless otherwise stated. Ashburton believes that the information contained is from reliable sources, but we do not guarantee the relevance, accuracy or completeness thereof. We caution that the value of investments and the income derived, may fluctuate and it is possible that an investor may incur losses, including a loss of the principal invested. Past performance is not generally indicative of future performance. Investors whose reference currency differs from that in which the underlying assets are invested may be subject to exchange rate movements that alter the value of their investments. Ashburton (Jersey) Limited (Company Registration No. 26087) is a member of the FirstRand Group, is regulated by the Jersey Financial Services Commission and has its registered office at 17 Hilary Street, St Helier, Jersey JE4 8SJ. Ashburton (Jersey) Limited is registered as a Foreign Investment Services Provider in South Africa in accordance with Section 8 of the Financial Advisory & Intermediary Services Act 2002.

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